SHWM
Silicon Hills Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-62,641
| Closed | -$2.07M | – | 82 |
|
|
2020
Q3 | $2.07M | Sell |
62,641
-1,488
| -2% | -$49.2K | 2.14% | 14 |
|
|
2020
Q2 | $2.03M | Sell |
64,129
-3,170
| -5% | -$101K | 2.44% | 12 |
|
|
2020
Q1 | $1.74M | Buy |
67,299
+67,009
| +23,107% | +$1.73M | 2.3% | 13 |
|
|
2019
Q4 | $4.48K | Buy |
+290
| New | +$4.48K | 3.43% | 7 |
|